CMCSA

Comcast公布2026年第二季度调整后每股收益为1.04美元，超过预期的97美分，营收299.4亿美元，超过预期的293亿美元。Peacock流媒体首次实现盈利，调整后EBITDA为1.89亿美元。

Strong earnings beat and Peacock's first profitable quarter signal improving operational execution at Comcast. The streaming service's profitability milestone is significant for the media/telecom sector as it indicates progress in a traditionally loss-making business segment. For CMCSA investors, the outperformance on both EPS and revenue suggests stronger underlying business momentum, while Peacock's $189M adjusted EBITDA versus $38M estimate demonstrates meaningful acceleration in that division.